Common Investing Mistakes and How to Avoid Them Free Investing Workshop at Keller Public Library on Tuesday, May 18 at 6:30 pm. This workshop will cover the fundamentals of successful long-term, goals-based investing. Effective investing doesn't have to be complicated, but with so much … [Read more...]
April 2010 Monthly Newsletter
The April 2010 monthly newsletter is now available. It includes information on how the new healthcare law may affect you as an individual and new student loan and financial aid provisions. Also covered are an investment market update and a discussion on the merits of dollar cost averaging to make … [Read more...]
Non-Deductible IRA Contributions: Good Idea?
If your income is over the limit for deductible and Roth IRA contributions, you are faced with a dilemma each year: should you contribute to a non-deductible IRA? Making a non-deductible contribution shouldn’t be an automatic decision. It could be beneficial, or investing the same amount of money … [Read more...]
March 2010 Newsletter
The March 2010 Newsletter is now available. It includes an investment market update, Part II in my series on how to tap into your home equity in retirement, considerations in evaluating an early retirement offer, information on 2009 tax deduction for 2010 Haitian relief contributions, 2011 tax rate … [Read more...]
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